Plan5500

Benton, PA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Benton, PA has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $13,187,838 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Benton

  • 3 loaded plans hold $13.2M in reported assets across 1 sponsors.
  • The largest, Benton Foundry, Inc Employee Savings & Retirement Plan, holds 100% of reported Benton plan assets.
  • Plans cover 610 participants — about 203 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.2MSummed across loaded plans$13,187,838
Total reported assets$13.2M$13,187,838
Total reported participants610
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.2M total assets
Net assets$13.2MLiabilities$0
Contributions & income
Employer contributions$185.4K
Participant contributions$559.6K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$570.6K
Total expenses$597.3K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Benton, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Benton market comparison

Largest plan share of assets100%Benton Foundry, Inc Employee Savings & Retirement Plan
Participants per plan203Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Benton

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Benton Foundry, Inc Employee Savings & Retirement Plan$13.2M
    Benton Foundry, Inc. · 2023
  2. 2
    Benton Foundry Group Health Plansnot reported in the loaded dataset
    Benton Foundry, Inc. · 2023
  3. 3
    Benton Foundry, Inc. Group Life Ins Plannot reported in the loaded dataset
    Benton Foundry, Inc. · 2023

Largest plans in Benton → · Benton plans by participants → · Benton plans with financial data → · Benton plans with provider compensation → · $1B+ plans in Benton →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Benton, PA?
3 plan(s) reported by 1 sponsor(s) are loaded for Benton, PA.

Related Form 5500 pages